Since 1990, The Spaulding Group, Inc., an employee-owned business, has had an increasing presence in the money management industry.
The Spaulding Group, Inc. is the fastest-growing verification firm, serving clients around the globe, with assets ranging from less than $100 million to more than $1 trillion. We provide an array of other performance measurement services and products, including consulting, publishing (The Journal of Performance Measurement®), research, and training. We also host the Performance Measurement Forum, the Asset Owners’ Round Table, and the Annual PMAR™ Conferences.
We are actively involved as members of the CFA Institute® and other industry groups. The Spaulding Group has also led the charge for the industry in the handling of error correction, attribution guidelines/ standards, and Investment Performance Measurement Analyst Certification (since handed over to the CFA Institute and now called the CIPM® program).
Several of our senior staff regularly speak at and/or chairs industry conferences. Our founder and CEO, David Spaulding, is a frequent author and source of information to various industry publications. Our firm continues to make huge contributions to our industry, in terms of valuable content, innovative ideas, and volunteer activities.
Our clients appreciate our industry focus and understanding of their business, their needs, and the opportunities to make them more efficient and competitive.
Meet our team
Founder and CEO
Patrick W. Fowler
President and Chief Operating Officer
Christopher D. Spaulding
Executive Vice President and Global Head of Strategy and Business Development
John D. Simpson, CIPM
Executive Vice President Western Region Operations
Executive Vice President
Senior Vice President- Editor
Jennifer Barnette, CIPM
todd juillerat, cfa
Senior Vice President
Vice President, Administration
Vice President - Sales
Vice President, Marketing and Business Development